How to Setup the QuickBooks Desktop for the First Time?

by James Antonio

QuickBooks Desktop Enterprise is a popular software whose installation includes multiple variables. To ensure that QuickBooks Enterprise installation goes as planned, one must be aware of three crucial factors- file sharing, networking, and permissions.

Read on to know more.

What is setting up of QuickBooks for the first time is all about?

When you are all set to have QuickBooks Desktop Enterprise installed on your computer for the very first time, it is always recommended to do it on a weekend, since it takes long hours.

This way, the installation will not disturb the normal working hours of your business.

For such installation, you would require the assistance of two types of professionals:

  • A Systems or a Network Administrator – Who comprehends file sharing and networking and has the necessary permissions to rightly install and then configure the Enterprise software.
  • An Office Manager or a Financial Professional – Who comprehends the company’s financial needs and can set up a company file is aware of which particular user should use the company file and also knows the specific areas those QuickBooks users require to access.

Why do you Need to Set up QuickBooks Desktop?

QuickBooks is the one-stop bookkeeping and accounting solution which has empowered users to complete different and complex accounting jobs in just a few clicks. Irrespective of the fact that they are experienced or amateur, your financial task is completed with ease minus any complication.

How to Set up QuickBooks Desktop for the First Time?

Here are the steps to set up QuickBooks Desktop for the first time:

Step 1: Register for the QuickBooks

In less than one minute, you can register for the QuickBooks Desktop. After taking the free trial, you can select any QuickBooks package.

Step 2: Customize the Account Settings and Company Preferences

In the menu on top, select the Company tab and choose Preferences. Add the company contact details and alter the account settings any way you want. Account settings comprise credit card payments, invoice automation, payroll, and time tracking.

Step 3: Trade in Business Data to QuickBooks

This software will assist you to import data, customer data from Excel, conduct transactions from bank accounts, and Excel chart of accounts.

To start all such things, you would need to select the Company tab and choose More and Import Data from the particular Drop-down menu.

Step 4: Merge Your Bank Accounts with QuickBooks

To start, select the banking tab on the top-end of your screen and it will automatically link your bank account with QuickBooks. Then select Download Transactions.

A window will emerge where you will need to add your Bank Details with which you wish to sync your particular software.

After that, a window will emerge where you will require to, “Fill your particular bank details” with which you wish to sync your software. You can make use of your particular online username and password. After sometime you will see that your account is synced with the particular software and all the bank transactions will be sent to the software.

In the end, you can attach the Vendor and Customer names to every transaction. Such a form of organized data will assist you to monitor the debit and credit info.

Step 5: Merge Your Business Credit Cards

Select the Banking tab available on the top-end of the menu, and choose More, and then you need to Register from the drop-down menu.

Add your bank account details and select the Credit Card option in the particular pop which gets displayed. When you click, QuickBooks will immediately launch a particular credit card setup wizard and it will help available on the top-end of the menu and choose More, and then you need to Register from the drop-down menu.

Add your bank account details and select the Credit Card option in the particular pop which gets displayed. When you click, QuickBooks will immediately launch a particular credit card setup wizard and it will help you sync the cards in few steps.

Step 6: Customize Your Particular Invoice with Company Banking

Chose the Customers tab and use the customization menu and choose Create Invoices. Select your desired invoice template from the particular drop-down list. You can also make further changes to the particular invoice by selecting the Formatting tab and then select on Customize Date Layout.

Customize the design and the particular layout. Search for the Use Logo Checkbox and check if the logo looks good and is not cropped when you use it in the invoice.

Step 7: Shift all Your Contacts to QuickBooks

Choose Company then click More and Import Data and then choose Vendors or Customers whoever’s data you wish to import.

The data of the Vendor and Customer can be added in the form of a CSV or an Excel file. When the file is imported, QuickBooks will extract the data automatically.

When all the data has been entered correctly, without any error, select Continue and Review the data.

Just by sticking to the steps mentioned above, you can set up QuickBooks Desktop for the first time easily and without any problem.


If you are First-time user, Should you use Estimates and Invoices in QuickBooks?

If you are a first-time user, try not to use invoices and estimates in QuickBooks. Use it only when you are properly aware of the software.

Should you Merge your Bank Account with the Software?

QuickBooks lets users sync accounts with the software, however, it is always recommended to keep business bank accounts detached and it must not have any personal transactions.

Can you Sync Payroll Programs with QuickBooks?

Yes. You can sync payroll programs with QuickBooks and it also helps to stay updated with new tax laws and changes.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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